LendingSpecialist

Application Deadline: 06/07/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). * Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. * Prepares new business proposals or presentations to clients/prospects. * Participates in activities for client meetings and account opening documentation. * Assists with the development of client communications as required. * Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. * Ensures timely resolution of all client questions and concerns, both internal and external. * Performs client sales & service support activities as required to meet client needs and maintain overall service standards. * Determines client needs and ensures timely and accurate completion of transaction processing. * Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. * Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. * Collaborates with internal and external stakeholders in order to deliver on business objectives. * Monitors and tracks performance, and addresses any issues. * Designs and produces regular and ad-hoc reports, and dashboards. * Analyzes data and information to provide insights and recommendations. * Executes set-up, maintenance, and advancement of lending products and related account administration as per guidel